5 Communication Tools to use on a Salesforce Project

Whether you are working as a solo Salesforce Administrator or Salesforce Consultant, you need to know how to lead a Salesforce Project. 

Beyond Salesforce Technical Skills, the key professional skills you need to lead a project include Business Analysis, Agile Project Management and Change Management. We teach these skills on the Supermums Consultancy Skills Course, alongside equipping our students with the right knowledge, tools and templates to confidently lead a Salesforce project. 

As part of our ‘How to Lead a Salesforce Project’ content series over the next 5 weeks, we are sharing some top tips from our Supermums Consultancy Skills Course. These include: 

• 10 Documents to produce for a Salesforce Project
• How to Estimate Time & Budget for for a Salesforce Project
• How to Assess Risks on a Salesforce Project 
• 5 Communication Tools to use on a Salesforce Project
• 10 ways to optimise your Salesforce End-User Training Strategy

This week we are talking about the 5 Communication tools to use on a Salesforce Project

What’s covered? Here’s a summary:

1. Managing Time and Budget – A Project Management Tool is needed to track task and utilisation of time and budget against the project deliverables by the team. 
2. User Requirements – A solution to log all of the functional / non-functional requirements and the associated technical requirements to be built for the system. .
3. Communication Tools – Ideally this tool should be integrated with other tools that provide the ability to converse back and forth on project tasks and requirements. I
4. File Sharing – Have a shared filing solution where clients can share information with the Salesforce team to avoid things getting lost in emails and no single source of truth to store things. 
5. Process Mapping Tool – Use a process mapping software to map out before and after processes and produce documents such as a Object entity diagram.

When we asked the Salesforce Ohana what there favourite tools were for Project Management (quite often two systems are used – for internal and client facing communication), these were the four most commonly cited: 
•Jira and Confluence
•Asana (with Slack and Flowsana)
•Taskray
•Trello

Empower yourself by signing up to our four-month Consultancy Skills Programme starting in April. The course equips you with Business Analysis, Agile Project Management, Change Management and Coaching Skills. Find out more here

How confident are you to lead a Salesforce project?

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If you want to lead Projects confidently then find out more about our 12 week Consultancy Skills Course where you can build your career with an industry recognised certification, and get the skills, confidence and mindset of a Salesforce consultant.

• 3 month programme with 12 months access to materials.
• Group coaching, mentoring and one to one support.
• Receive full employability support.
• Available in EMEA, USA, Canada and ANZ.
• Payment plans available.

The next cohort starts on the 2nd May 2023. The deadline to enrol is the 23rd April.